Nasdaq - Delayed Quote USD

Putnam Small Cap Growth Y (PSYGX)

76.96
+1.00
+(1.32%)
At close: 8:04:26 PM EDT

Top 10 Holdings (21.51% of Total Assets)

SymbolCompany% Assets
Merit Medical Systems, Inc. 2.49%
Encompass Health Corporation 2.38%
Huron Consulting Group Inc. 2.34%
ACI Worldwide, Inc. 2.14%
The Descartes Systems Group Inc. 2.10%
Carpenter Technology Corporation 2.08%
BellRing Brands, Inc. 2.06%
Applied Industrial Technologies, Inc. 2.01%
Skyward Specialty Insurance Group, Inc. 2.00%
Vertex, Inc. 1.91%

Sector Weightings

SectorPSYGX
Industrials   27.02%
Healthcare   23.16%
Technology   21.41%
Real Estate   2.10%
Energy   1.27%
Utilities   0.00%

Overall Portfolio Composition (%)

Cash 1.57%
Stocks 98.44%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average PSYGX Category Average
Price/Earnings 0.04 34.63
Price/Book 0.2 5.39
Price/Sales 0.37 3.86
Price/Cashflow 0.05 22.99
Median Market Cap 5,865.99 5,964.6
3 Year Earnings Growth 25.34 15.48

Bond Holdings

Performance & Risk

YTD Return -2.83%
5y Average Return 12.58%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Franklin Templeton Investments
Net Assets 2.67B
YTD Return -7.73%
Yield 0.00%
Morningstar Rating
Inception Date Nov 03, 2003

Fund Summary

The fund invests mainly in common stocks of small U.S. companies, with a focus on growth stocks. Growth stocks are stocks issued by companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. It invests at least 80% of the fund's net assets in companies of a size similar to those in the Russell 2000 Growth Index.

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